Michael John Petros

Corporate Officer/Principal chez Robert W. Baird & Co., Inc. (Private Banking)

Profil

Mr. Michael J.
Petros is a Director of Private Wealth Management at Robert W.
Baird & Co., Inc. He joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager.
With over 30 years of experience in the investment business, he specializes in developing and implementing financial plans for his clients.
These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions.
His investment philosophy is to formulate a long-term investment plan reflecting his client’s financial goals as well as risk tolerance.
Then he recommends a portfolio designed to meet each client’s unique needs.
He received his undergraduate degree from the University of Florida in 1986.
He continued his education and obtained his Certified Financial Planner certification.

Postes actifs de Michael John Petros

Sociétés	Poste	Début
Robert W. Baird & Co., Inc. (Private Banking)	Corporate Officer/Principal	01/04/2001